Wealth Management

Image for Let the Tax Increase Games Begin — The Ways and Means Committee’s Initial Proposal for Revenue-Raisers to Pay for the Build Back Better Act
October 1, 2021
Wealth Management

Let the Tax Increase Games Begin — The Ways and Means Committee’s Initial Proposal for Revenue-Raisers to Pay for the Build Back Better Act

On September 13, 2021, the House Ways and Means Committee released its initial draft of proposed statutory language for tax increases of the Build Back…
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August 11, 2021
Wealth Management

Second Quarter Investment Commentary

Portland, Oregon, August 11, 2021 – TRANSITORY. This might as well be the Word of the Year midway through 2021, as inflation accelerates at a…
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Image for TPG Market Commentary: Party like it’s 1999?
January 12, 2021
Wealth Management

TPG Market Commentary: Party like it's 1999?

Dear Friends and Clients, It’s a new year! We are excited to, hopefully, be moving on from all that ailed us over the last year…
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Placeholder Image for Coronavirus and the Stock Market
February 28, 2020
COVID-19

Coronavirus and the Stock Market

The stock market is down around 10% from the high based on fears the virus will slow economic growth and hurt corporate earnings. We think this scenario is likely but will prove temporary.
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Placeholder Image for The SECURE ACT and How It Could Affect Your Retirement
February 27, 2020
Private Client Services News

The SECURE ACT and How It Could Affect Your Retirement

The SECURE Act—also known as "Setting Every Community Up for Retirement Enhancement" took effect on January 1st, 2020.
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January 28, 2020
One Partner Advantage

Introducing the One Partner Advantage

When Bruce Kerr and Rod Cruickshank founded The Partners Group, they were a small consulting team focused on serving the employee benefits…
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Placeholder Image for Wealth Planning Strategy: Backdoor Roth IRAs
December 11, 2019
Wealth Management

Wealth Planning Strategy: Backdoor Roth IRAs

In this blog post, we would like to focus on a lesser-known retirement savings strategy, the “backdoor Roth IRA.” A backdoor Roth IRA is a…
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Placeholder Image for Pilgrimage to Omaha: Advice from Warren Buffet
July 26, 2019
Wealth Management

Pilgrimage to Omaha: Advice from Warren Buffet

By Mike Gallagher, Portfolio Manager Every year, Berkshire Hathaway’s shareholders meeting is held in Omaha, Nebraska, which is considered the Mecca of the investing world.
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Placeholder Image for The Partners Group One of the Largest Money Management Firms in the State
July 22, 2019
Wealth Management

The Partners Group One of the Largest Money Management Firms in the State

Have you seen our Wealth Management team lately? We’re bigger than you think! Portland Business Journal ranked The Partners Group the 22nd largest money management…
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January 14, 2019
Wealth Management

Investment Committee Fourth Quarter Update

From the TPG Investment Committee: The fourth quarter has been ugly for stocks around the world. After a wonderful third quarter, U.S. stocks (as represented…
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